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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer engagement and financing options, with a strong ability to build long-term relationships and trust with SME customers. Proficient in CRM tracking and committed to delivering high-level customer service while actively managing partnerships with lending partners.
Highest-signal resume keywords
Customer EngagementLoan Brokerage ExperienceSales Pipeline DevelopmentFluent GermanSalesforce CRM Tracking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan BrokerageFinancial AdvisorySales Pipeline DevelopmentCRM TrackingBusiness Financing Knowledge
Soft Skills
Excellent CommunicationInterpersonal SkillsProactive AttitudeOrganizational SkillsAnalytical Skills
Tools & Technologies
Salesforce
Industry Keywords
Customer ServiceSME FinancingLending PartnershipsMarket DevelopmentsCompetitor Activity
About the role
Key responsibilities & impact- Customer engagement: Contact, onboard and support our SME customers throughout the loan application process
- Acquisition: Proactively source customers from our CRM (warm leads, no cold calling) to build a consistent sales pipeline
- Build trust and long-term relationships: Clearly and confidently explain the different financing options available to customers through our partners, and stay informed on industry trends, market developments and competitor activity
- Establish long-term partnerships with key customers and become their trusted advisor for future financing needs
- Financing expertise: Build on your knowledge of business financing and develop a deep understanding of the variety of lenders and products in the market
- Partner engagement: Actively manage relationships and processes with our lending partners
- CRM tracking: Record status across all funnel stages in Salesforce
- Shape a best-in-class team culture: Proactively share your experiences within the organization with the relevant stakeholders to drive improvements
- Improve the product with your feedback: Share customer feedback and your own ideas to make our product even better
Requirements
What you’ll need- Sales and advisory work with potential customers is in your DNA
- Ideally you have initial experience in loan brokerage, financial advisory or in a customer-facing sales role
- Excellent communication and interpersonal skills
- Results-oriented with a focus on accuracy and speed of execution
- Proactive — you don’t wait for instructions
- You deliver customer service at the highest level
- Organized, analytical and able to stay calm under pressure
- Able to diagnose and resolve issues quickly and effectively
- Collaborative and able to build relationships with colleagues quickly
- Fluent, business-level German and strong English skills
Benefits
Comp & perks- Up to 15% commission on generated revenue
- 25 days paid vacation per year
- Additional 3 days paid leave for volunteering or professional development
- We invest in your development with a dedicated budget
- Enhanced parental leave
- 4-week sabbatical (after 3 years of service)
- Mental health support via Plumm
- One-time home office budget
- Work globally — up to 90 days outside your home country
- Team events and social activities
- Option to keep your work device (subject to eligibility)
- In-office barista
